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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
The Ariel Appreciation Fund advanced +5.81% for the second quarter ended June 30, 2025, outperforming the Russell Midcap Value Index's +5.35% return but trailing the broader Russell Midcap Index's +8.53% gain. The quarter was...
— John W. Rogers
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Other investors who've written on Goldman Sachs Group Inc
Goldman Sachs achieved a strong quarterly earnings beat driven by positive performance across banking, trading, and asset management. The manager expects...
Goldman Sachs posted solid earnings driven by strong financing activity and improved advisory revenue despite lower investment banking transaction volumes. The firm is...